Financial Planner Post

Financial Planner Post

Details
Location: National, ZA
Date: 07-Nov-2022

Requisition Details & Talent Acquisition Contact

111661 – Nozi Masabalala

Location

National

Cluster

Nedbank Wealth

Career Stream

Leadership Pipeline

Position Title

Financial Planner

Job Purpose

To provide financial expertise and wealth creation advice to Nedbank clients in order to make Nedbank the great place to bank. Offering appropriate financial Planning for the well-being of the bank’s clients, whilst maintaining the interests of the bank. To add value to a customer base via the provision of appropriate financial advice and selling appropriate financial products to customers, thereby meeting the clients unique financial needs.

Job Responsibilities

• Meet FP targets as stipulated by Nedbank.
• Facilitates intra branch referrals by building mutually beneficial relationships with other business units.
• To establish a new business pipeline through marketing; lead generation and tracking.
• Ensure that the structured financial solutions meet clients’ identified needs to get approval/acceptance from the client.
• Ensure the Record of Advice and other relevant documentation are prepared to propose implementation.
• Complete assessments to comply with Nedbank and FAIS regulations..
• Review client solutions on dates agreed on Record of Advice.
• Financial Planners are not to be under supervision.

FAIS Affected

Essential Qualifications – NQF Level

Preferred Qualification

Certificate: Financial Planning

Preferred Certifications

FAIS Qualification.

Minimum Experience Level

1-2 years working experience as a Financial Planner within the Banking/Financial Services Industry.

Technical / Professional Knowledge

Behavioural Competencies

Declaration

Preference will be given to candidates from the underrepresented groups.

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